The settings control the entire basic process: form, target page, button, withdrawal period, email behaviour, texts and privacy. This makes them the central configuration page of the Lite version.
Integration & display
- Select the withdrawal page.
- Copy the form and button shortcodes.
- Configure the button label.
- Set the button background colour and button text colour.
- Customise the form title, introductory text and success message.
Withdrawal logic
- Set the withdrawal period in days.
- Define when the period starts: order, payment, completion or automatic selection based on completed/paid/order date.
- Optionally allow requests after the period has expired as goodwill or review requests.
- Define blocked WooCommerce order statuses, such as cancelled, refunded, failed or trashed.
Communication
- Set the admin email address.
- Configure the sender name or shop/support name.
- Enable or disable the customer acknowledgement email.
- Enable or disable the admin notification.
- Enable or disable the customer decision email.
- Configure the email footer and basic email texts.
Privacy & retention
- Add the privacy notice for the form.
- Add a link to the privacy policy page.
- Control optional storage of technical data such as IP address/user agent.
- Set the retention period in months.
- Choose the action after expiry: do nothing, anonymise or delete.
| Period basis | Automatic selection, order date, payment date or completion date – according to the setting selected in the backend. |
|---|---|
| Retention action | No automatic action, anonymise or delete. |
| Difference from PRO | Lite includes the basic controls. PRO adds optional reasons for withdrawal, advanced email templates, PDF evidence, privacy automation and additional modules. |